DAS
IEIH

Dynamic Advisor Solutions’s iShares Evolved U.S. Innovative Healthcare ETF IEIH Stock Holding History

Dynamic Advisor Solutions’s Portfolio IEIH Stock Details IEIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,278
Closed -$501K – 821
2021
Q3 		$501K Buy
14,278
+2,889
+25% +$105K 0.04% 448
2021
Q2 		$399K Sell
11,389
-479
-4% -$16K 0.03% 478
2021
Q1 		$384K Buy
11,868
+151
+1% +$5.03K 0.04% 442
2020
Q4 		$379K Sell
11,717
-604
-5% -$18.9K 0.04% 439
2020
Q3 		$373K Buy
+12,321
New +$373K 0.04% 372

Other funds holding IEIH

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions's IEIH Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of iShares Evolved U.S. Innovative Healthcare ETF (IEIH) in Q4 2021, closing a stake of 14,278 shares — an estimated $501K sold.

Dynamic Advisor Solutions first reported a position in IEIH in Q3 2020 and held it in 5 quarters. The position peaked at $501K in Q3 2021. 16 funds tracked by Wall St. Rank hold IEIH as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining iShares Evolved U.S. Innovative Healthcare ETF position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,278 iShares Evolved U.S. Innovative Healthcare ETF shares in Q4 2021, an estimated $501K.
  • Dynamic Advisor Solutions first reported a position in iShares Evolved U.S. Innovative Healthcare ETF in Q3 2020 and held it in 5 quarters.
  • Dynamic Advisor Solutions's iShares Evolved U.S. Innovative Healthcare ETF position peaked at $501K in Q3 2021.
  • 16 funds tracked by Wall St. Rank held iShares Evolved U.S. Innovative Healthcare ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.